Transcript Riva Collaboration Integration Platform for Novell GroupWise TM ® ® Aldo Zanoni CEO, Managing Director Omni Technology Solutions +1.780.423.4200 Ext.

Riva Collaboration
Integration Platform for
Novell GroupWise
TM
®
®
Aldo Zanoni
CEO, Managing Director
Omni Technology Solutions
+1.780.423.4200 Ext. 232
[email protected]
www.omni-ts.com
Agenda
•
Riva Collaboration Integration – Platform for Automated
GroupWise Content Management
•
Riva Managed Policies, Reports and Applications
•
Riva CRM and Third-party Integration Strategy
•
Review Riva GroupWise Integration for Microsoft
SharePoint, Facebook, SugarCRM, Microsoft CRM,
SageCRM, Salesforce, info@hand CRM and Bluefin CRM
•
Live Demonstration, Screenshots
•
Questions
MANAGE GROUPWISE LIKE NEVER BEFORE:
Riva Collaboration Integration Platform
Riva Background
The Riva Collaboration Integration Platform was
designed to satisfy the long-standing need to:
•
Automate GroupWise Content Management by allowing
GroupWise to manage itself based on information from
eDirectory and GroupWise
•
Provide managed account content updates based on manual,
scheduled or event-monitored synchronization policies and
applications (one-to-one or one-to-many)
•
Deliver transparent, seamless and tight integration for
CRM and line-of-business applications for all
GroupWise clients.
Manage GroupWise Like Never Before!
Riva delivers four components:
1.
2.
3.
4.
Managed Policies for automated account content
Managed Applications for eDirectory integration
GroupWise Reports
CRM and third-party application and database connectors
Source and destination objects:
Source objects can be a GroupWise resource or account; an
eDirectory object; or an external third-party application, CRM
or database.
Destination objects can be one or multiple eDirectory
accounts, groups, containers, or GroupWise accounts
or post offices.
Manage Novell® GroupWise® Like Never Before!
Riva Managed Policies
Riva Applications
Riva Reports
Dynamically create and
update Novell GroupWise
information—calendars,
address books, proxy
access, rules, folders
and more.
Enforce corporate
signature policies. Create
Dynamic and Secure
Distribution Lists that
include external sources.
Provide quick and easy
access to report
information that is not
available using
GWCheck.
Integrate CRMs and Third-party Integration
– Like Never Before
The Riva CRM and Third-party Integration
Strategy for Novell GroupWise integrates data
from third-party databases, CRMs, ERPs,
business processes, management systems and
others into GroupWise.
®
®
Key Value: “Synchronization of data from virtually
any source ... to any Novell GroupWise destination,
providing seamless, transparent synchronization.”
Riva GroupWise Collaboration Integration
and Automated GroupWise Content
Management
GroupWise:
Extract content from a
GroupWise resource
or regular account
GroupWise:
Create, delete or
modify content in a
destination
GroupWise resource
or user account
Riva is to GroupWise content synchronization ...
... what Novell IDM is to directory values synchronization.
“It sure would be nice if...”
When you:
– Create a new user account...
– Add a user to an eDirectory group...
– Move a user to a new container...
Somehow GroupWise could automatically...
– Add or remove address books to or from the account
(Address Book Policies)
– Add or remove calendars and calendar entries
(Calendar Policies)
– Add or remove new and shared folders (Folder Policies)
– Assign proxy access rights to the appropriate account auditor
or manager (Proxy Access Policies)
– Add a default set of rules including a vacation rule
(Rules Policies)
“It sure would be nice if...”
When you:
– Create a new user account...
– Add a user to an eDirectory group...
– Move a user to a new container...
Somehow GroupWise could automatically...
– Add or remove the to or from one or more GroupWise Distribution
Lists (Dynamic Distribution Lists)
– Create the user signature and container disclaimer based on the
new eDirectory values (Managed Signatures)
– Add the user as an approved sender or recipient for
Secure Distribution Lists
Riva Managed Policies and Reports
Allow GroupWise to automatically manage itself for:
•
•
•
•
•
•
•
•
•
Calendars (shared and standard)
Address books (shared and standard)
Folders (shared and standard)
Rules*
Proxy Access
Birthday Reminders
Internet Address Updates
Password Expiration Reminder Emails
Managed Policies for automated account content
Riva Reports:
•
•
•
•
eDir Account Audit Report *
Rules Report *
Proxy Access Report
GroupWise Archive Path Report
* Requires GroupWise 7.0.2
•
•
•
Shared Calendars Report
Shared Address Book Report
Shared Folders Report
Riva Managed Applications
Riva Managed Applications use connectors to integrate
GroupWise to eDirectory and external applications for
managed signatures and distribution list management.
•
•
•
•
Riva Managed Signatures
Riva Dynamic Distribution Lists
Riva Secure Distribution Lists
Riva Event Monitor
Future Applications:
•
GroupWise Mail Merge, Account Settings Management
Riva Managed Signatures
Riva Managed Signatures allow you to standardize and
enforce user signature content by pushing eDirectory values
into each user signature.
Includes support for department specific or eDirectory group
specific disclaimers. Provides local language disclaimers for
international companies.
eDirectory Values
Managed Signature
{First} {Last}
{Title}, {Department}
{Company}
(URL Text)
Office: {Phone}
Fax: {Fax}
Mobile: {Mobile}
{Blank line}
{Italian department disclaimer}
Teruel Carassco
Director, Global Sales
Omni Technology Solutions Inc.
www.omni-ts.com
Office: +1.780.423.4200 Ext. 232
Fax: +1.780.423.4711
Mobile: +1.780.707.0099
Le informazioni contenute in questa
comunicazione e gli eventuali documenti allegati
hanno carattere confidenziale e sono ad uso
esclusivo del destinatario.
Dynamic Distribution Lists
Riva Dynamic Distribution Lists allow you to:
•
Populate GroupWise Distribution Lists with members from one
or more eDirectory containers or groups (nested groups)
•
Use multi-value LDAP queries to create Dynamic Distribution
Lists from eDirectory or LDAP queries to external third-party
applications (e.g., “department” is W, “title” is X, “position” is Y
and “manager” is Z)
•
Never have to worry again about distribution list accuracy
or manually adding members to GroupWise distribution lists.
Secure Distribution Lists
Riva Secure Distribution Lists allow you to:
•
Include external email addresses in your system-defined
distribution lists by linking GroupWise distribution lists to CSV
files, CRMs, third-party applications and database queries
•
Configure which accounts are authorized to send email to secure
GroupWise distribution lists
•
Completely hide distribution list members (regulatory compliance)
•
Never have to worry again about unauthorized users sending
emails to sensitive or large distribution lists or not being able to
include non-GroupWise email addresses in system-defined
distribution lists.
Riva Event Monitor
The Riva Event Monitor allows you to:
•
Assign policies, applications and reports to be executed based on
an event occurring in your GroupWise system
•
Assign Riva CRM and third-party synchronization to synchronize
event-specific information to the CRM or third-party application
Note: The Riva Event Monitor is included by default in the Secure Distribution List
Application. CRM-based event notification is CRM specific because not all CRM
systems provide event-based notification.
Riva CRM and Third-party Integration
Riva CRM, ERP and Third-party Integration Strategy
for GroupWise integrates data from third-party
databases, CRMs, ERPs, business processes,
management systems and others into GroupWise.
Key Value: “Synchronization of data from virtually
any source ... to any GroupWise destination, providing
seamless, transparent synchronization.”
Riva Collaboration Integration Connectors
Riva’s 3Ts: Tight, Transparent, Timely
Riva’s CRM integration creates a competitive
advantage based on allowing sales, service
and account reps and executives to gather and
execute on:
• Single entry calendar, contact and account
information
• Integrated customer intelligence
• Analysis
• Collaboration
• Best practices
More than Just a Windows Client Plug-in:
Complete Platform for CRM Integration
• No-touch integration (no software to add to clients)
TM
• Turns all GroupWise clients (Windows, Mac, Linux,
WebAccess, GMS, BES, IMAP, Evolution, Outlook)
into an integrated CRM client (with support for
caching and remote modes).
• Compatible with GroupWise running on all server
platforms
• No new infrastructure or firewall changes required
• Transparent to both GroupWise and CRM
Riva CRM Desktop and Enterprise Editions
Enterprise Edition: Multiple accounts, no desktop software
Desktop Edition: Single account, no server software
•
All information synchronized from the CRM is available in ALL
GroupWise clients (Linux, Macintosh, Windows, WebAccess,
mobile devices, Evolution, Outlook, IMAP)
•
Full BlackBerry and GroupWise Mobile Server mobile device client
support (e.g., Tasks marked as completed on your BlackBerry or
GroupWise Mobile Server clients are marked as completed in the
CRM)
Sort CRM Opportunities, Quotes and Cases in
GroupWise
Group Labels View
Standard View
TM
Riva ConnectBar : View, Edit or Delete CRM
Opportunities, Quotes, Cases from GroupWise
The Riva ConnectBarTM reflects the
CRM interface in the GroupWise client.
RIVA SMARTCONVERT
DROP FOLDERS
Convert a Novell GroupWise e-mail
into a CRM opportunity or case.
®
®
Create Novell GroupWise CRM
Dashboards
®
®
Users can create Novell GroupWise CRM
dashboards to reflect their preferences:
®
®
Dashboard One
Dashboard Two
•
•
•
•
•
•
•
Recent Activity
Calendar Activities
Open Cases
My Opportunities
My Quotes
My CRM Contacts
•
Same as listed to the left
with an open Opportunity
Displays Omni ConnectBar
to Review, Edit and Delete
functions
Sample Integrated CRM Dashboard
Useful Riva Links
Riva Home Page
www.omni-ts.com/integration
Product Overview
www.omni-ts.com/integration/overview.html
Modules and Reports
www.omni-ts.com/integration/details.html
Features and Benefits
www.omni-ts.com/integration/features.html
System Requirements
www.omni-ts.com/integration/requirements.html
Case Study and Articles
www.omni-ts.com/integration/news.html
Documentation
www.omni-ts.com/documentation/messaging/
Bottom Line — Riva Delivers:
Increased Satisfaction and ROI
Riva gives time back to GroupWise administrators by allowing
them to use policies to automatically control user folders,
calendars, address books, signatures, distribution lists, etc.
Riva delivers immediate user adoption and satisfaction
because it gives time back to users by allowing them to work
in their CRM or GroupWise and provinding them with access
to information from the the other system.
Riva immediately improves a company’s Return on
Investment by delivering transparent integration of a
company’s two most critical applications: Novell®
GroupWise® and the CRM, LOB, or other third-party
application.
Thank You!
Aldo Zanoni
CEO, Managing Director
Omni Technology Solutions
+1.780.423.4200 Ext. 232
[email protected]
www.omni-ts.com
Thank You!
Aldo Zanoni
CEO, Managing Director
Omni Technology Solutions
+1.780.423.4200 Ext. 232
[email protected]
www.omni-ts.com
MANAGE GROUPWISE LIKE NEVER BEFORE:
Riva Collaboration Integration
Screenshots
Managing Connections
Managing Riva Policies
Riva Managed Calendars
Riva Secure Distribution Lists
Riva Secure Distribution Lists
Riva Secure Distribution Lists
Riva Secure Distribution Lists
Riva Secure Distribution Lists
Riva Secure Distribution Lists
Riva eDirectory Account Audit Report
Useful Riva Links
Riva Home Page
www.omni-ts.com/integration
Product Overview
www.omni-ts.com/integration/overview.html
Modules and Reports
www.omni-ts.com/integration/details.html
Features and Benefits
www.omni-ts.com/integration/features.html
System Requirements
www.omni-ts.com/integration/requirements.html
Case Study and Articles
www.omni-ts.com/integration/news.html
Documentation
www.omni-ts.com/documentation/messaging/
Visit www.omni-ts.com for more
innovative GroupWise solutions
and our new Riva on-demand
webcasts.
#1 GROUPWISE CRM INTEGRATION SOLUTION:
Riva CRM Integration Screenshots
SharePoint® Integration for GroupWise®
Facebook® Integration for GroupWise®
SugarCRM and GroupWise Login
Information
Bi-directional Synchronization
Bi-directional Synchronization
of Address Book
Accounts and contacts from CRM
View and Sort CRM Opportunities,
Quotes and Cases in GroupWise
Group Labels View
Standard View
Riva ConnectBar and DropFolders
TM
The Riva ConnectBar allows you to Review, Edit or
Delete opportunities, quotes and cases directly from the
GroupWise client.
DropFolders allow you to convert an email to CRM
archived email, opportunity, quote or case.
TM
Sort CRM Opportunities, Quotes and Cases in
GroupWise
Group Labels View
Standard View
TM
Riva ConnectBar : View, Edit or Delete CRM
Opportunities, Quotes, Cases from GroupWise
The Riva ConnectBarTM reflects the
CRM interface in the GroupWise client.
RIVA SMARTCONVERT
DROP FOLDERS
Convert a Novell GroupWise e-mail
into a CRM opportunity or case.
®
®
Create Novell GroupWise CRM
Dashboards
®
®
Users can create Novell GroupWise CRM
dashboards to reflect their preferences:
®
®
Dashboard One
Dashboard Two
•
•
•
•
•
•
•
Recent Activity
Calendar Activities
Open Cases
My Opportunities
My Quotes
My CRM Contacts
•
Same as listed to the left
with an open Opportunity
Displays Omni ConnectBar
to Review, Edit and Delete
functions
Sample Integrated CRM Dashboard
Flow Diagram – CRM to GroupWise
®
Flow Diagram – GroupWise to CRM
®
Bi-directional Synchronization
SmartConvert Folders – Email
TM
SmartConvert Folders – Opportunities
TM
SmartConvert Folders – Cases
TM
SmartConvert Folders – Quotes
TM